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Federated Investors shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Federated Investors (FHI) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Federated Investors

Tip: Access up to 7 years of quarterly data

All positions including Federated Investors held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Federated Investors by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-09-30 $709k 19k 36.77

More positions owned by Congress Wealth Management LLC / DE /

Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Financial (XLF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Communication (XLC)
Spdr Ser Tr Portfli Intrmdit (SPTI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Coca-Cola Company (KO)
Meta Platforms Cl A (META)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Congress Wealth Management LLC / DE /

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